2023 Form 5500 filing — Nelco Employee Stock Ownership Plan And Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001140328NAL0003351827001) for Nelco Employee Stock Ownership Plan And Trust, reported by The Nelson Company, Inc. under EIN 42-1068264 and plan number 002. It reports 40 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241001140328NAL0003351827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Nelson Company, Inc.
- EIN
- 42-1068264
- Plan number
- 002
- Location
- Fairfield, IA
- Participants
- 40
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,563,202
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,563,202
- Employer contributions
- $120,611
- Total income / additions
- $1,500,611
- Benefits paid
- $117,414
- Total expenses
- $117,446
- Net increase / (decrease)
- $1,383,165
- Schedule source
- Schedule I